Time Off Calendars help manage and track agent availability within your organization. These calendars can be configured for two types of users:

• Supervisors: Allows supervisors to view and manage Time Off requests for all agents. You can refine the displayed requests by applying filters such as Users, User Groups, or Request Status.

• Agents: Agents can view only their own Time Off Calendar, allowing them to view the status of their submitted requests in a calendar format. This calendar displays only the Time Off details of the agent accessing it. Agents can filter their Time Off Requests by status (Approved, Rejected, or In Review) for easier tracking. Agents can also submit new Time Off Requests, edit or delete existing ones from this page.

Follow these steps to configure the agent’s Time Off calendar:

1. Follow the steps to edit the required Persona App to open the Persona App configuration page.

   

2. Click the Add button at the top of the Persona App configuration page to open a sub-menu.

3. Select the Menu Item as “Workforce Leave Management”. The other fields can be configured as required. Refer to this section for more details on configuring the other fields.

4. Click the Workforce Leave Management item added in the selected Menu Item Group. This will open the configuration from the Third Pane.

5. Fill in the required fields. Fields marked with a red dot are mandatory. Below are the descriptions of the fields on this window:

   

   1. Label: This is the name that will appear on the Left Pane of the Persona App. It is set to Workforce Leave Management by default and can be modified to something like Time Off Calendar, or any other name based on your preference. (Required)

   2. Icon: Choose the icon to show in the Left Pane of the Persona App. (Required)

   3. User Type: Select Agent or Supervisor, depending on the required Time Off Calendar. (Required)

   4. Ignore Last Visited URL: Select this checkbox to prevent users from returning to the last screen they accessed within a menu item.

6. Click the Update button at the bottom of the Third Pane.

7. Click the Publish button at the top right of the Persona App configuration page. This will open the Publish Persona App Config dialog box.

8. Click the Publish button in the dialog box to publish the Persona App with your preferences.

This will create an item in the Left Pane of the selected Persona App.